Elizabeth Morgan & Associates

What Elizabeth Morgan & Associates does

Elizabeth Morgan & Associates is a privately held boutique law firm headquartered in Austin, Texas (7710 N FM 620, Building 13C, Suite 100), founded in 2001, with a team of approximately 14 professionals. The firm is wholly dedicated to international tax planning, international and domestic estate planning, asset protection, and related transactional work for high net worth individuals, family offices, and charitable organizations. Its primary practice is the design, implementation, and administration of complex foreign trust structures, inbound and outbound tax planning, pre-immigration and expatriation tax planning, and probate and trust administration, supported by relationships with professionals in nearly 30 foreign jurisdictions and nearly every U.S. state.

The firm offers a full service portfolio spanning domestic and international estate planning, M&A advisory, private equity and corporate transactions, charitable planning and administration, strategic financial planning (including private placement life insurance), international residency and citizenship planning, offshore tax compliance and remedial reporting, and ongoing complex structure administration for family offices. Its intellectual property centerpieces are the four-volume treatise "Asset Protection: Domestic and International Law and Tactics" (Thomson/West Group, contributed to since 1995 and co-edited by Elizabeth Morgan since 2000, updated quarterly) and Elizabeth Morgan's faculty role in the IMCA Chartered Private Wealth Advisor program at the University of Chicago Graduate School of Business.

The business model is professional services billing on an hourly basis, with two distinct rate tiers: higher hourly rates for planning and implementation engagements, and a reduced hourly rate schedule for ongoing administrative services such as tax reporting, record-keeping, and fiduciary liaison. Client acquisition is sales-led and primarily driven by professional referrals from wealth managers, accountants, and family-office advisors, supplemented by thought leadership via publications, speaking engagements, the Pryderi Papers publication, and the firm website. Retainer and invoice payments are processed through the LawPay secure payment platform. The firm is closely held, with no external investors or parent company.

Name

Elizabeth Morgan & Associates

Legal name

Elizabeth Morgan & Associates

Website

https://emalegal.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Elizabeth Morgan & Associates is a privately held boutique law firm in Austin, Texas providing international tax planning, international and domestic estate planning, asset protection, and related transactional and administrative services to high net worth individuals, family offices, and charitable organizations.

Ownership category

akta.pro rank

Product category

International Tax and Estate Planning Law

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trusts, Estates, and Agency Accounts (525920), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

• International estate planning
• Asset protection law
• Tax compliance services
• Trust administration
• Wealth planning advisory

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Legal Services - Planning and Implementation: Boutique legal services for international estate planning, tax planning, asset protection, and business planning. Charged at hourly rates for planning and implementation projects.
2. Administrative Services: Administration of complex legal structures including tax reporting, record-keeping, and fiduciary services. Charged at reduced hourly rate compared to planning services.
3. Retainer and Invoice Payments: Clients make retainer payments and invoice payments through LawPay secure payment platform.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Elizabeth Morgan & Associates is a boutique Austin-based law firm that provides international and domestic estate planning, asset protection, tax planning, trust and probate administration, charitable planning, and corporate/M&A legal services. The firm primarily serves high net worth individuals, family offices (as outside counsel), and charitable organizations with cross-border wealth structures and complex entity needs. Its practice is anchored by the founder's published treatise on Asset Protection: Domestic and International Law and Tactics.

Product overview

Elizabeth Morgan & Associates is a boutique law firm offering a unified suite of legal services centered on international tax planning, estate planning, and asset protection. The firm's service portfolio comprises specialized practice areas including domestic and international estate planning, mergers and acquisitions, charitable planning, complex structure administration, private equity transactions, offshore tax compliance, probate administration, and strategic financial planning. The firm also publishes the four-volume treatise 'Asset Protection: Domestic and International Law and Tactics.' All services are delivered by attorneys serving high net worth individuals and family offices, with relationships maintained in nearly 30 foreign jurisdictions.

Differentiator

Problem solved

Functional benefit

Brands

• Pryderi Papers: A publication/resource section of the firm providing papers and analysis on estate planning topics.

Products and services

• International Estate and Asset Protection Planning

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor and core.

• Liamuiga Education FoundationminorOthersCharitable partnership with education foundation serving underprivileged individuals in St. Kitts and Nevis by providing scholarships for higher education.
• VillageWorxminorOthersChristian philanthropic organization providing a path out of poverty for families in Zimbabwe through clean water, agriculture, business development, orphan care and disease prevention.
• Biblical Israel Ministries & ToursminorOthersBiblically-solid tours of Israel led by Dr. John DeLancey, deepening participants' understanding of the Bible within the context of the land.
• ALS AssociationminorOthersNational nonprofit organization fighting ALS through global research, care assistance, clinical partnerships, and government advocacy.
• Camp PenielminorOthersChristian organization building up kids, families, and generations through Christ-centered adventures on nearly 400 acres of Texas Hill Country.
• Professional Network - Investment Management CommunitycoreStrategic or Co-development PartnerLong-standing senior executive-level relationships with U.S. and non-U.S. investment management firms (traditional and alternative), investment consultants, private banks, brokers, and custodians. Relationships leveraged to obtain preferential fee and capacity arrangements for clients.
• Investment Management Consultant's Association (IMCA)coreStrategic or Co-development PartnerElizabeth Morgan serves as faculty member of the IMCA Chartered Private Wealth Advisor program, sponsored by partnership of University of Chicago Graduate School of Business.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Sidley Austin: Global law firm with a Private Clients, Trusts and Estates practice serving UHNW individuals and family offices. Comparable target market and international planning capabilities.
• Loeb & Loeb: Full-service U.S. law firm with a sizable Private Client practice serving HNW individuals and family offices on trusts, estates, and tax matters. Comparable target market and practice mix at larger scale.
• McDermott Will & Emery: Global law firm with a recognized Private Client practice advising HNW individuals, family offices, and trusts on estate, gift, and international tax planning. Overlaps significantly with the subject's practice areas.
• Holland & Knight: Large U.S. law firm with a Private Wealth Services group handling domestic and international estate planning, trusts, and tax for HNW clients and family offices. Comparable client base and service offering at greater scale.
• Akerman LLP: Full-service U.S. law firm with a Private Client and Trust practice serving HNW individuals and family offices. Overlaps on international estate, tax, and trust planning.
• Alston & Bird: Large U.S. law firm with a Private Wealth practice advising individuals, family offices, and trusts on estate, gift, and tax planning. Comparable service lines with broader geographic footprint.
• BakerHostetler: Full-service law firm with a Private Wealth practice representing HNW individuals, family offices, and charitable organizations on estate, tax, and trust matters. Comparable client profile and practice mix.

Direct peers

• Withersworldwide: International law firm focused on private clients, family offices, and HNW individuals, with strong trusts, estates, and tax practices. Direct peer given Elizabeth Morgan & Associates' similar HNW international trust and estate focus.
• Day Pitney: East Coast-based law firm with a deep Private Client and Trusts & Estates practice serving HNW individuals and family offices. Closely comparable client segment and planning focus.
• Cummings & Lockwood: Boutique law firm focused on private clients, trusts and estates, and closely held business planning for HNW individuals and family offices. Direct peer given similar boutique scale and HNW trust/estate focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/emorganlaw
• Facebookfacebook.com/emorganlaw
• LinkedInlinkedin.com/company/elizabeth-morgan-and-associates

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elizabeth Morgan & Associates